Institutional Ownership Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $91.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
37,474
shares
|
$124,413
0.0% of portfolio
|
Q1 2025
Added 116.89%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
27,000
shares
|
$89,640
0.03% of portfolio
|
Q1 2025
Added 98.69%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
26,200
shares
|
$86,984
0.01% of portfolio
|
Q4 2024
Reduced 44.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
25,369
shares
|
$84,225
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
22,660
shares
|
$75,231
0.0% of portfolio
|
Q4 2024
Added 156.6%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
21,540
shares
|
$71,512
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
21,367
shares
|
$70,938
0.0% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,860
shares
|
$69,255
0.0% of portfolio
|
Q1 2025
Added 86.5%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
20,245
shares
|
$67,213
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
19,700
shares
|
$65,404
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
19,057
shares
|
$63,269
0.0% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,348
shares
|
$54,275
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
14,300
shares
|
$47,476
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
14,000
shares
|
$46,480
0.0% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,815
shares
|
$42,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
11,000
shares
|
$36,520
0.0% of portfolio
|
Q1 2019
Reduced 21.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
10,620
shares
|
$35,258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
10,507
shares
|
$34,883
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,500
shares
|
$34,860
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
10,394
shares
|
$34,508
0.0% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,000
shares
|
$33,200
0.0% of portfolio
|
Q4 2023
Reduced 84.85%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,000
shares
|
$33,200
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
9,500
shares
|
$31,540
0.01% of portfolio
|
Q1 2024
Reduced 20.05%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,200
shares
|
$30,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,340
shares
|
$17,728
0.0% of portfolio
|
Q1 2025
Added 0.02%
|